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67 results found

  1. Mortgage direct debit bank details - should be a compulsory component to the fact find.

    12 votes

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    under review  ·  4 comments  ·  Fact Find  ·  Admin →
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    Larissa Tait commented  · 

    Mortgage payment details - should be a compulsory component to the fact find.

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    Larissa Tait commented  · 

    Mortgage direct debit bank details to be included for payments in fact find, with a questions is this the card you want to use for payment?

    Larissa Tait shared this idea  · 

  2. Contact phone number for Employer in the income section of the FF

    37 votes

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    planned  ·  4 comments  ·  Fact Find » Income  ·  Admin →
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    Larissa Tait commented  · 

    Employers telephone number - should be a compulsory component to the fact find.

    Larissa Tait shared this idea  · 

  3. Address history for last 3 years - should be a compulsory component to the fact find.

    14 votes

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    under review  ·  1 comment  ·  Fact Find  ·  Admin →
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    Larissa Tait commented  · 

    Employment history for last 3 years - should be a compulsory component to the fact find.

    Larissa Tait shared this idea  · 

  4. Client Portal Document Store - Completed Cases

    20 votes

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    under review  ·  2 comments  ·  Client Portal  ·  Admin →
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    Larissa Tait supported this idea  · 

  5. Premium frequency reporting

    2 votes

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    0 comments  ·  General  ·  Admin →
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  6. Outlook Calendar integration

    26 votes

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    planned  ·  1 comment  ·  Emails  ·  Admin →
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    Larissa Tait commented  · 

    2 way email integration, this way we can use our calendar etc.

  7. Mailchimp and automation

    18 votes

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    under review  ·  2 comments  ·  Emails  ·  Admin →
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    Larissa Tait shared this idea  · 

  8. Admin cc'd on case emails

    18 votes

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    under review  ·  1 comment  ·  Emails  ·  Admin →
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  9. Fact Find - send a copy of fact find to Document store upon Completed

    23 votes

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    under review  ·  3 comments  ·  Fact Find  ·  Admin →
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    Larissa Tait supported this idea  · 

  10. Multiple products on a mortgage

    95 votes

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    planned  ·  20 comments  ·  Fact Find » New Mortgages  ·  Admin →
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  11. Medical Questionaire

    7 votes

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    under review  ·  3 comments  ·  Protection  ·  Admin →
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  12. Deceased Option in Fact Find

    20 votes

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    planned  ·  2 comments  ·  Fact Find  ·  Admin →
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  13. Allow solicitor details to be editable by super users

    15 votes

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    under review  ·  0 comments  ·  General  ·  Admin →
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    Larissa Tait supported this idea  · 

  14. Managing Introducers

    13 votes

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    under review  ·  0 comments  ·  Introducers  ·  Admin →
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  15. Emails and notes fonts need to be consistent

    8 votes

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    planned  ·  1 comment  ·  Emails  ·  Admin →
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    Larissa Tait commented  · 

    Fonts need to be the same in notes and emails. The Inconsistency looks very unprofessional.

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    Larissa Tait shared this idea  · 

  16. Introducer changes when mortgage completes to being an adviser lead, would be helpful if it stayed the same as the first entry/ original int

    3 votes

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    under review  ·  1 comment  ·  Introducers  ·  Admin →
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  17. Increase character limit for the notes

    5 votes

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    under review  ·  0 comments  ·  Notes  ·  Admin →
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    Larissa Tait shared this idea  · 

  18. Ability to Split Client/Broker Fees

    24 votes

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    under review  ·  2 comments  ·  Fact Find » Fees  ·  Admin →
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    Larissa Tait commented  · 

    We need to have separate client and Adviser fees on the platform. This is simply because we may charged the client £499 for their fee and the adviser may get a certain amount from the policy, as commission, but this is not the whole proc fee.

  19. Protection reports

    7 votes

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    under review  ·  0 comments  ·  Protection  ·  Admin →
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    Larissa Tait shared this idea  · 

  20. Protection Reports

    3 votes

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    0 comments  ·  Protection  ·  Admin →
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    Larissa Tait shared this idea  · 
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